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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION10+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $31,168 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $16,000 |
US BANK2 years Filed as: US BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $11,849 |
KRAW LAW GROUP3 years Service code 29 · EIN 32-0465891 | Legal | $11,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 211.80% | 3.50%+208.3pp | 5.16%+206.6pp | 13.05%+198.8pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |